See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,493 | $49,227+6.6% | $70,449-25.5% | $79,858-34.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.42% | 30.06%-16.6pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,908 | $2,099+38.5% | $2,737+6.3% | $2,471+17.7% |
| Participant deferral / active EE | $3,295 | $2,768+19.1% | $3,709-11.2% | $3,740-11.9% |
| Admin fee / account holder | $2,431 | $2,878-15.5% | $3,845-36.8% | $5,306-54.2% |